Allied Wealth

10/26/2026

Could your Social Security benefits be cut by 22%? And what should you be doing about it now?

In our newest video, we break down the facts behind Social Security’s funding challenges, what the projected 2032 shortfall really means, and why making retirement decisions out of fear could cost you thousands.

Most importantly, learn how to prepare your retirement plan for whatever happens next.

🎥 Watch the full video now and take the next step toward a more confident retirement!

If you're counting on Social Security to help fund your retirement,...

10/26/2026

Could your Social Security check really be cut by 22%? The answer is more complicated than the headlines make it sound.

Social Security has a real funding challenge, but that doesn’t mean your benefits will simply disappear. Before making any retirement decisions based on fear, make sure you understand what’s actually happening.

Watch the full video on Redefine Retirement to learn what this could mean for your retirement.

10/19/2026

A medical bill for $172,000. An insurance payout of just $100.

How do you cover a massive unexpected expense without draining your investments?

In this story, a reverse mortgage offered another option.

Could home equity play a role in protecting your retirement savings when life takes an unexpected turn?

Watch the full episode of Redefine Retirement with Ryan Wheless!

10/19/2026

Is a reverse mortgage a retirement strategy or a financial risk? 🏡

Ryan Wheless sits down with Certified Reverse Mortgage Professional Kevin Guttman to break down the myths, costs, benefits, and biggest questions surrounding reverse mortgages.

The truth might surprise you.

Watch the new episode of Redefine Retirement with Ryan Wheless!

Reverse mortgages have had a bad reputation for a long time, and fr...

10/19/2026

Reverse mortgages have a history that still fuels misconceptions today.  What’s changed over the years, and what do homeowners need to know about how they work today?

Kevin Guttman joins Ryan Wheless to break down the history of reverse mortgages, common myths about homeownership, and the financial safeguards designed to help protect borrowers.

Watch the full episode on Redefine Retirement with Ryan Wheless!

08/18/2026

Your retirement plan should do more than tell you if you have enough. It should answer the questions that shape how you’ll live in retirement.

5 Things Your Retirement Plan Should Answer:
• How much can I spend each year?
• When should I claim Social Security?
• Where will my retirement income come from?
• How will I pay for healthcare?
• How can I reduce my lifetime tax bill?

At Allied Wealth, we believe retirement planning is about more than investments. It’s about building a thoughtful plan for the life you want to live.

Let’s make your retirement plan answer the right questions.

08/07/2026

President Matt Stevenson joined KPRC2 / Click2Houston to share how you can save money during Texas’ Tax Free Weekend!

From back to school shopping to making the most of tax saving opportunities, a little planning can go a long way.

Watch the full segment to hear Matt’s tips and make the most of Tax Free Weekend!

Are you going back to school shopping this weekend? You need to know this

08/06/2026

Your retirement statement is not a plan. 📄❌

It’s a snapshot. A single number on a page. It shows you what you have today, but it won’t tell you if that’s enough, when you can actually retire, or how to get from where you are now to where you want to be.

A real plan answers the questions that matter:

→ How much do I actually need to retire the way I want?
→ Am I truly on track, or just hoping for the best?
→ What happens if the market drops the year I retire?
→ How do I turn my savings into income that lasts a lifetime?

A statement is a receipt. A plan is a roadmap.

At Allied Wealth, we help you stop checking the balance and start building the strategy.

📲 Save this if you’ve been “checking” instead of “planning”

08/03/2026

Smart giving isn’t just about how much, it’s about how. A few simple strategies can help your charitable donations go further, for the causes you care about and for your tax bill.

📌Swipe to learn more, and save this for later.

07/30/2026

A strong financial future doesn’t happen by chance. It starts with a plan.

Whether you’re preparing for retirement, navigating a major life change, or simply wondering if you’re on the right track, having a personalized financial plan gives you clarity, direction, and confidence. It helps you make informed decisions today while staying focused on the future you want to build.

The markets will change. Tax laws will evolve. Life will bring surprises. A thoughtful financial plan is designed to help you adapt through it all.

The best time to create a plan was yesterday. The next best time is today.

Ready to take the first step? We’re here to help.